Wells Fargo’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-108,176
| Closed | -$1.08M | – | 7118 |
|
|
2025
Q3 | $1.08M | Buy |
108,176
+19,838
| +22% | +$196K | ﹤0.01% | 3762 |
|
|
2025
Q2 | $865K | Sell |
88,338
-14,852
| -14% | -$134K | ﹤0.01% | 3786 |
|
|
2025
Q1 | $875K | Buy |
103,190
+267
| +0.3% | +$2.47K | ﹤0.01% | 3729 |
|
|
2024
Q4 | $1.06M | Buy |
102,923
+15,243
| +17% | +$149K | ﹤0.01% | 3668 |
|
|
2024
Q3 | $711K | Buy |
87,680
+11,715
| +15% | +$110K | ﹤0.01% | 3767 |
|
|
2024
Q2 | $916K | Buy |
75,965
+2,047
| +3% | +$23.4K | ﹤0.01% | 3556 |
|
|
2024
Q1 | $972K | Buy |
73,918
+12,638
| +21% | +$152K | ﹤0.01% | 3480 |
|
|
2023
Q4 | $759K | Buy |
61,280
+8,586
| +16% | +$85.8K | ﹤0.01% | 3608 |
|
|
2023
Q3 | $500K | Sell |
52,694
-31,968
| -38% | -$335K | ﹤0.01% | 3785 |
|
|
2023
Q2 | $879K | Buy |
84,662
+33,869
| +67% | +$305K | ﹤0.01% | 3558 |
|
|
2023
Q1 | $396K | Buy |
50,793
+30,032
| +145% | +$289K | ﹤0.01% | 4004 |
|
|
2022
Q4 | $206K | Buy |
20,761
+17,170
| +478% | +$149K | ﹤0.01% | 4156 |
|
|
2022
Q3 | $31K | Buy |
3,591
+451
| +14% | +$3.49K | ﹤0.01% | 5166 |
|
|
2022
Q2 | $19K | Sell |
3,140
-2,567
| -45% | -$20.4K | ﹤0.01% | 5468 |
|
|
2022
Q1 | $46K | Sell |
5,707
-9,025
| -61% | -$91K | ﹤0.01% | 5695 |
|
|
2021
Q4 | $222K | Buy |
+14,732
| New | +$308K | ﹤0.01% | 5209 |
|